9.2 Create an Advising Note through My Advisees (Fluid)
Purpose: To create an advising note for a student in My Advisees screen via Fluid in ctcLink.
Audience: Advisors
Create an advisor note in My Advisees
- Begin at the ctcLink Advisor Homepage.
- Select the My Advisees tile.

- The My Advisees page displays.
- Select the Advising Notes icon for one of the assigned Advisees.
Create a Note
- The Advising Notes page displays.
- Select the Create a Note button.
- The Advising Notes page displays.
- Select or confirm the Institution.
- Select a Category.
- Select a Subcategory.
- Add any text to the Subject field.
- Confirm the note Status is Open.
- Select an Advisee Access value of Yes to enable student view.
- The Assigned To value is defaulted to your user ID (as advisor). Enter another ID to assign this note to another staff member if applicable.
- Select a Contact Type if desired.
- Select the Add Note Item button.
Add a New Note Item
- The Add a New Note Item pagelet displays.
- Input a message in the Add a New Note Item subpage.
- Select the Apply button.

- The Advising Notes page displays with updated Note Item subsection.
- The Note Item Nbr is displayed.
- The Entered By field is populated by your user name.
- The Entered On date is populated to the current system date.
- The Comment displays the message added for the Note Item.
- Select the Add Action Item button.
Add Action Item
- The Add Action Item pagelet displays.
- Input a description in the Description field.
- Select an Action Item Status of Incomplete.
- Select the calender icon in the Due Date field.
- Set the Due Date.
- Select the Apply button.

- The Advising Notes page displays with updated Action Item subsection.
- The Action Item Nbr is displayed.
- The Entered On date is populated to the current system date.
- The Description displays the description input for the Action Item.
- The Status is displayed as Incomplete.
- The Due Date is displayed.
- Select the Add Attachment button if applicable.
Add Attachment
- The Add Attachment pagelet displays.
- Select the Upload Attachment button.

- The File Attachment pagelet displays.
- Select the My Device button to view files on your device.

- The file selection screen on your device displays.
- Select a file from your Device and select Open.
- Select the Upload button.

- The Upload Complete status displays.
- Select the Done button.

- The Add Attachment pagelet displays.
- Select the View Attachment button.
- A new browser window displays the attachment or provides additional instructions/options to open or save.
- Close the new browser tab the attachment was opened in.
- Select the Apply button.

Advising Notes - Submit
- The Advising Notes page displays.
- The Attachments section is now updated with file attachment information.
- Select the Submit button at the top right of the page.
- A message pagelet displays asking if you are sure you want to continue.
- Select the Yes button.
- Select the Notify button at the top right of the page.
Notify
- The Notify pagelet displays.
- In the Recipients section select the Notify checkbox for the recipients displayed.
- In the Send Notification section select the Lookup icon (magnifying glass) to search for and select an additional recipient to send the notification to if needed.

- Complete any of the following fields:
- First Name
- Last Name
- Empl ID
- Select the Search button.
- Select the checkbox for the recipient identified in the Search Results.
- Select the Continue button.

- The Notify pagelet displays.
- Add a comment in the Additional message field (optional).
- Select the Send button.

- A confirmation message displays.
- Select the Yes button.

- The Notifications History section of the page is displayed (scroll to bottom of page).
- Select one of the Notification History results from the bottom of the page.
- The Notification Details page displays.
- Select the [X] at the top right to close.

- Process complete.
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